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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

116 hedge funds and large institutions have $192M invested in iShares Morningstar Small-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+10
Holders Change %
+9.43%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
29
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Armbruster Capital Management
New York
$2.02M
2
AAS
2
Avantax Advisory Services
Texas
$16.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$13.3M
4
MPW
4
Monterey Private Wealth
California
$1.02M
5
SFS
5
Sowell Financial Services
Arkansas
$2.35M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$17.8M
2
Wells Fargo
2
Wells Fargo
California
$18.2M
3
PAG
3
Private Advisor Group
New Jersey
$551K
4
GRP
4
Global Retirement Partners
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$800K
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
101
Lee Financial
Texas
$17K +$50 +1 +0.3%
RFA
102
Reilly Financial Advisors
California
$15K – – –
MFT
103
Moisand Fitzgerald Tamayo
Florida
$15K – – –
BFEC
104
Benjamin F. Edwards & Company
Missouri
$14K -$91.5K -1,901 -87%
LWA
105
Lowe Wealth Advisors
Maryland
$10K – – –
GWM
106
Geneos Wealth Management
Colorado
$7K – – –
GG
107
Gleason Group
Kentucky
$7K – – –
NFG
108
Next Financial Group
Texas
$7K +$104 +2 +2%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$7K +$7K +138 New
TFGT
110
TS Financial Group (TSFG)
Illinois
$6K +$47 +1 +0.8%
SCA
111
Snowden Capital Advisors
New York
$6K +$6K +130 New
SWM
112
Spire Wealth Management
Virginia
$4K – – –
IRC
113
Investors Research Corp
Georgia
$4K – – –
HNWAG
114
High Net Worth Advisory Group
Florida
$2K +$2K +41 New
CA
115
CoreCap Advisors
Michigan
$1K +$1K +12 New
GRP
116
Global Retirement Partners
California
– -$1.92M -38,881 Closed
FTUS
117
Flow Traders U.S.
New York
– -$1.62M -32,835 Closed
FHA
118
Flagship Harbor Advisors
Massachusetts
– -$1.36M -26,171 Closed
TRCT
119
Tower Research Capital (TRC)
New York
– -$1.08M -21,916 Closed
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
– -$650K -13,189 Closed
SG
121
StoneX Group
New York
– -$263K -5,337 Closed
PJSIMP
122
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$272K -5,288 Closed
IAS
123
IMA Advisory Services
Colorado
– -$19K -378 Closed
MA
124
MCF Advisors
Kentucky
– -$17K -343 Closed
GWSG
125
GPS Wealth Strategies Group
Colorado
– -$1K -18 Closed
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